Fund performance

Our fund performance figures are shown before tax, after fees and assume income is reinvested. The figures provided are investments within wholesale units.

Performance figures for: August 2008July 2008June 2008May 2008April 2008March 2008February 2008January 2008December 2007November 2007October 2007September 2007
Performance (Net of fees) for period end
Fund	1 month (%)	3 months (%)	1 year (%pa)	2 years (%pa)	3 years (%pa)	5 years (%pa)	Since inception (%pa)	Graph
Fixed interest
Wholesale funds
Australian Corporate Bond Fund 1	2.19%	4.35%	5.12%	4.98%	4.6%	5.54%	6.25%
Benchmark UBSA Composite Bond Index	2.16%	4.29%	6.95%	5.66%	4.86%	5.38%	5.88%
International Bond Fund 1	0.96%	0.81%	-1.65%	2.11%	2.59%	4.88%	6.75%
Benchmark Lehman Bros Global Aggregate Index	1.47%	2.79%	8.28%	6.81%	5.58%	6.88%	7.83%
Managed Treasury Fund 1	0.67%	2.02%	7.22%	6.71%	6.34%	5.98%	5.9%
Benchmark UBSWA Bank Bill Index	0.67%	1.98%	7.64%	7.06%	6.64%	6.21%	5.94%
Core Plus Strategies Fund 1	2.28%	4.29%	5.24%	4.72%	4.28%	5.16%	7.4%
Benchmark UBS Australia Composite Bond Debt Index	2.16%	4.29%	6.95%	5.66%	4.86%	5.38%	7.77%
Enhanced Yield Fund 1	0.75%	1.98%	6.99%	7.88%	7.92%	N/A	7.54%
Benchmark RBA cash rate	0.6%	1.78%	6.99%	6.6%	6.27%	N/A	5.79%
Floating Rate Income Fund 1	0.68%	1.75%	5.25%	5.89%	6.08%	N/A	6.11%
Benchmark UBSA Bank Bill Index	0.67%	1.98%	7.64%	7.06%	6.64%	N/A	6.35%
Structured High Yield Fund 1	0.83%	2.92%	11.93%	11.11%	10.84%	10.56%	8.62%
Benchmark UBSWA Bank Bill 90 Day Index	0.67%	1.98%	7.64%	7.06%	6.64%	6.21%	5.66%
Statutory Funds No 2 - before tax and fees
Australian Bond 2	2.23%	4.56%	6.83%	5.65%	5.04%	5.75%	8.72%
Benchmark UBSWA All Fixed Debt	2.16%	4.29%	6.95%	5.66%	4.86%	5.38%	N/A
Australian Cash 2	0.66%	2.03%	7.38%	6.92%	6.53%	6.19%	9.82%
Benchmark UBSWA Bank Bill Index	0.67%	1.98%	7.64%	7.06%	6.64%	6.21%	N/A
International Bond 2	1%	0.97%	-1.14%	2.6%	3.07%	5.35%	8.96%
Benchmark Lehman Bros Global Aggregate Index	1.47%	2.79%	8.28%	6.81%	5.58%	6.88%	N/A
Statutory Funds No 2 - before tax and after fees
Australian Bond 3	2.01%	3.85%	5.71%	4.74%	4.23%	4.88%	7.96%
Benchmark UBSWA All Fixed Debt	2.16%	4.29%	6.95%	5.66%	4.86%	5.38%	N/A
Australian Cash 3	0.58%	1.74%	6.24%	5.85%	5.53%	5.25%	8.91%
Benchmark UBSWA Bank Bill Index	0.67%	1.98%	7.64%	7.06%	6.64%	6.21%	N/A
International Bond 3	0.9%	0.18%	-1.98%	1.62%	2.2%	4.31%	7.32%
Benchmark Lehman Bros Global Aggregate Index	1.47%	2.79%	8.28%	6.81%	5.58%	6.88%	N/A
Australian shares
Wholesale funds
Enhanced Index Share Fund 1	4.02%	-8.01%	-14.25%	4.15%	9.02%	14.31%	11.52%
Benchmark S&P/ASX 200 Accumulation Index	4.09%	-8.07%	-14.24%	4.4%	9.43%	14.69%	11.37%
Equity Fund 1	5.04%	-6.05%	-10.13%	5.46%	10.78%	15.91%	10.8%
Benchmark S&P/ASX 200 Accumulation Index	4.09%	-8.07%	-14.24%	4.4%	9.43%	14.69%	10.86%
Small Companies Fund 1	2.6%	-13.99%	-14.21%	8.7%	14.5%	22.39%	16.66%
Benchmark S&P/ASX Small Ordinaries Accumulation Index	1.94%	-14.55%	-19.43%	3.53%	8.65%	14.89%	10.68%
Sustainable Share Fund 1	4.57%	-7.18%	-15.61%	3.78%	10.8%	15.56%	11.28%
Benchmark S&P/ASX 200 Accumulation Index	4.09%	-8.07%	-14.24%	4.4%	9.43%	14.69%	10.41%
Value Plus Australian Share Fund 1	3.56%	-6.67%	-9.78%	6.44%	10.13%	15.69%	N/A
Benchmark S&P/ASX 200 Accumulation Index	4.09%	-8.07%	-14.24%	4.4%	9.43%	14.69%	N/A
Wholesale Australian Share Fund 1	4.81%	-6.31%	-10.79%	5.38%	10.5%	15.58%	13.7%
Benchmark S&P/ASX 200 Accumulation Index	4.09%	-8.07%	-14.24%	4.4%	9.43%	14.69%	12.08%
Statutory Funds No 2 - before tax and fees
Australian Share 2	3.97%	-7.18%	-12.23%	5.69%	10.9%	16.41%	12.76%
Benchmark S&P/ASX 200 Accumulation Index	4.09%	-8.07%	-14.24%	4.4%	9.43%	14.69%	N/A
Statutory Funds No 2 - before tax and after fees
Australian Share 3	3.41%	-6.9%	-10.54%	6.03%	10.85%	16.18%	12.73%
Benchmark S&P/ASX 200 Accumulation Index	4.09%	-8.07%	-14.24%	4.4%	9.43%	14.69%	N/A
International shares
Wholesale funds
International Share Fund 1	6.67%	-4.42%	-19.02%	-5.27%	0.81%	4.12%	4.47%
Benchmark Morgan Stanley Capital International World Accumulation Index (MSCI) incl. Aust.	7.78%	-1.82%	-16.99%	-4.71%	1.08%	3.86%	5.45%
Enhanced Index International Share Fund 1	7.64%	-1.63%	-17.32%	-3.97%	1.32%	3.95%	1.95%
Benchmark Morgan Stanley Capital International World Accumulation Index (MSCI) excl. Aust.	7.78%	-1.82%	-16.99%	-4.71%	1.08%	3.86%	1.75%
Statutory Funds No 2 - before tax and fees
International Share 2	6.76%	-3.87%	-18.28%	-4.33%	1.73%	4.72%	7.91%
Benchmark Morgan Stanley Capital International World Accumulation Index (MSCI) excl. Aust. in A$	7.78%	-1.82%	-16.99%	-4.71%	1.08%	3.86%	N/A
Statutory Funds No 2 - before tax and after fees
International Share 3	5.97%	-3.62%	-16.6%	-3.9%	1.41%	4.21%	7.2%
Benchmark Morgan Stanley Capital International World Accumulation Index (MSCI) excl. Aust. in A$	7.78%	-1.82%	-16.99%	-4.71%	1.08%	3.86%	N/A
Property
Wholesale funds
Global Property Securities Fund 1	2.29%	-8.67%	-17.89%	-5.31%	5.09%	15.6%	N/A
Benchmark UBS Global Real Estate Investors Index	3.04%	-6.64%	-16.25%	-4.54%	4.92%	15.12%	N/A
Listed Property Trusts Fund 1	9.54%	-8.2%	-36.53%	-11.96%	-1.83%	6.9%	9.9%
Benchmark S&P/ASX 200 Property Accumulation Index	10.3%	-6.61%	-35.34%	-11.22%	-1.56%	6.87%	9.76%
Statutory Funds No 2 - before tax and fees
Listed Property Trusts 2	9.61%	-7.41%	-35.57%	-11.11%	-1.04%	7.54%	10.85%
Benchmark S&P/ASX 200 Property Accumulation Index	10.3%	-6.61%	-35.34%	-11.22%	-1.56%	6.87%	9.71%
Australian Core Property Portfolio 2	-0.28%	1.34%	13.32%	16.87%	16.76%	14.37%	11.51%
Benchmark Ten-year bond rate plus 3%	0.68%	2.24%	9.16%	9%	8.83%	9.84%	N/A
Diversified Property Option 1 2	2.25%	-1.37%	-6.47%	7.06%	11.04%	13.14%	12.42%
Benchmark 50% S&P/ASX 200 Property Accumulation Index and 50% Ten-year bond rate plus 3%	5.57%	-1.69%	-14.9%	-0.83%	4.12%	8.78%	10.28%
Diversified Property Option 2 2	2.23%	-1.01%	-5.83%	7.04%	10.61%	12.77%	12.15%
Benchmark 50% S&P/ASX 200 Property Accumulation Index and 50% Ten-year bond rate plus 3%	5.57%	-1.69%	-14.9%	-0.83%	4.12%	8.78%	9.76%
Statutory Funds No 2 - before tax and after fees
Listed Property Trusts 3	7.74%	-7.18%	-32.76%	-10.08%	-0.84%	6.9%	9.81%
Benchmark S&P/ASX 200 Property Accumulation Index	10.3%	-6.61%	-35.34%	-11.22%	-1.56%	6.87%	9.71%
Australian Core Property Portfolio 3	-0.26%	1.02%	12.02%	15.28%	15.19%	12.98%	10.78%
Benchmark Ten-year bond rate plus 3%	0.68%	2.24%	9.16%	9%	8.83%	9.84%	N/A
Diversified Property Option 1 3	1.89%	-1.51%	-5.04%	7.06%	10.3%	11.92%	10.64%
Benchmark 50% S&P/ASX 200 Property Accumulation Index and 50% Ten-year bond rate plus 3%	5.57%	-1.69%	-14.9%	-0.83%	4.12%	8.78%	10.28%
Diversified Property Option 2 3	1.35%	-1.51%	-5.47%	6.51%	9.65%	11.22%	10.28%
Benchmark 50% S&P/ASX 200 Property Accumulation Index and 50% Ten-year bond rate plus 3%	5.57%	-1.69%	-14.9%	-0.83%	4.12%	8.78%	9.76%
Diversified funds
Wholesale funds
Balanced Growth Fund 1	3.58%	-4.21%	-10.9%	2.02%	6.28%	10.05%	6.64%
Benchmark Weighted average of the market indices of the underlying Funds at benchmark asset mix	4.03%	-3.45%	-9.41%	2.75%	6.5%	9.87%	7.31%
Conservative Fund 1	2.43%	-0.35%	-2.73%	3.58%	5.52%	7.63%	6.46%
Benchmark Weighted average of the market indices of the underlying Funds at benchmark asset mix	2.75%	0.38%	-0.4%	4.61%	5.98%	7.74%	6.79%
High Growth Fund 1	4.06%	-5.41%	-13.73%	1.3%	6.28%	10.53%	5.19%
Benchmark Weighted average of the market indices of the underlying Funds at benchmark asset mix	4.5%	-4.67%	-12.25%	2.05%	6.57%	10.32%	6.21%
Statutory Funds No 2 - before tax and fees
Balanced Direct Option 2	3.36%	-3.48%	-8.18%	3.86%	7.58%	10.38%	12.1%
Benchmark The Benchmark is the weighted average return of the market indices used to measure the performance of the underlying sectors in which the Option invests	3.76%	-2.8%	-7.43%	2.2%	5.17%	7.95%	N/A
Capital Guaranteed Fixed Interest Option 2	0.7%	2.06%	6.86%	6.36%	6.1%	5.91%	9.9%
Benchmark The benchmark is a mix of UBSWA Bank Bill Index and UBSWA All Fixed Debt	0.67%	1.98%	7.39%	6.83%	6.4%	6.09%	N/A
Conservative Option 2	2.1%	0.25%	0.11%	6.01%	7.54%	9.19%	8.86%
Benchmark The Benchmark is the weighted average return of the market indices used to measure the performance of the underlying sectors in which the Option invests	2.43%	0.8%	1.44%	5.38%	6.36%	7.79%	N/A
Direct Investment 2	0.44%	-2.73%	0.72%	13.3%	17.04%	18.16%	11.54%
Benchmark Return 11% p.a (before tax and fees) over a period of 5 years	0.89%	2.67%	11.03%	11%	11%	10.73%	N/A
Diversified Share Option 2	4.47%	-6.04%	-14.16%	2.48%	7.93%	12.45%	10.68%
Benchmark The Benchmark is the weighted average return of the market indices used to measure the performance of the underlying sectors in which the Option invests	4.89%	-5.92%	-14.55%	1.66%	6.82%	11.05%	N/A
High Growth Option 2	4.1%	-4.8%	-12.35%	2.91%	7.96%	12.06%	7.07%
Benchmark The Benchmark is the weighted average return of the market indices used to measure the performance of the underlying sectors in which the Option invests	4.44%	-4.06%	-10.95%	2.5%	6.73%	10.29%	6.15%
Moderate Growth 2	2.96%	-0.97%	-2.97%	5.87%	8.3%	10.51%	8.93%
Benchmark The Benchmark is the weighted average return of the market indices used to measure the performance of the underlying sectors in which the Option invests	3.16%	-0.71%	-2.64%	4.62%	6.59%	8.7%	N/A
Balanced Growth Option 2	3.5%	-3.25%	-7.42%	5.3%	9.13%	12.32%	11.14%
Benchmark The Benchmark is the weighted average return of the market indices used to measure the performance of the underlying sectors in which the Option invests	3.81%	-2.8%	-7.47%	3.65%	6.96%	10.01%	N/A
Statutory Funds No 2 - before tax and after fees
Balanced Direct Option 3	2.69%	-3.8%	-8.1%	3.12%	6.63%	9.36%	11.34%
Benchmark The Benchmark is the weighted average return of the market indices used to measure the performance of the underlying sectors in which the Option invests	3.76%	-2.8%	-7.43%	2.2%	5.17%	7.95%	N/A
Capital Guaranteed Fixed Interest Option 3	0.59%	1.75%	5.81%	5.39%	5.17%	5.01%	8.94%
Benchmark The benchmark is a mix of UBSWA Bank Bill Index and UBSWA All Fixed Debt	0.67%	1.98%	7.39%	6.83%	6.4%	6.09%	N/A
Conservative Option 3	1.78%	-0.18%	-0.18%	5.18%	6.59%	8.15%	7.64%
Benchmark The Benchmark is the weighted average return of the market indices used to measure the performance of the underlying sectors in which the Option invests	2.43%	0.8%	1.44%	5.38%	6.36%	7.79%	N/A
Direct Investment 3	0.4%	-2.6%	0.39%	12.08%	15.54%	16.64%	10.48%
Benchmark Return 11% p.a (before tax and fees) over a period of 5 years	0.89%	2.67%	11.03%	11%	11%	10.73%	N/A
Diversified Share Option 3	3.88%	-5.81%	-12.7%	2.52%	7.45%	11.74%	10.14%
Benchmark The Benchmark is the weighted average return of the market indices used to measure the performance of the underlying sectors in which the Option invests	4.89%	-5.92%	-14.55%	1.66%	6.82%	11.05%	N/A
High Growth Option 3	3.52%	-4.51%	-10.91%	2.96%	7.52%	11.36%	6.66%
Benchmark The Benchmark is the weighted average return of the market indices used to measure the performance of the underlying sectors in which the Option invests	4.44%	-4.06%	-10.95%	2.5%	6.73%	10.29%	6.15%
Moderate Growth 3	2.58%	-1.13%	-2.72%	5.28%	7.44%	9.49%	7.71%
Benchmark The Benchmark is the weighted average return of the market indices used to measure the performance of the underlying sectors in which the Option invests	3.16%	-0.71%	-2.64%	4.62%	6.59%	8.7%	N/A
Balanced Growth Option 3	2.92%	-3.24%	-6.86%	4.82%	8.34%	11.4%	10.27%
Benchmark The Benchmark is the weighted average return of the market indices used to measure the performance of the underlying sectors in which the Option invests	3.81%	-2.8%	-7.47%	3.65%	6.96%	10.01%	N/A
Future Directions Funds
Wholesale funds - Diversified funds
Conservative Fund 1	1.63%	-0.48%	-1.15%	4.03%	5.63%	7.69%	7.86%
Benchmark ^	2.25%	0.31%	1.12%	5.25%	6.47%	8.04%	8.16%
Moderately Conservative Fund 1	1.77%	-2.82%	-5.71%	2.73%	5.54%	8.46%	8.85%
Benchmark ^	2.91%	-1.39%	-2.99%	4.34%	6.61%	8.85%	9.25%
Balanced Fund 1	1.99%	-4.85%	-9.15%	1.99%	5.85%	9.56%	6.04%
Benchmark ^	3.47%	-3.14%	-7.04%	3.38%	6.82%	9.81%	6.5%
Growth Fund 1	2.2%	-6.05%	-11.12%	1.7%	6.19%	10.39%	7.02%
Benchmark ^	3.76%	-4.33%	-9.54%	2.82%	7.01%	10.41%	7.29%
High Growth Fund 1	2.56%	-7.1%	-13.2%	1.25%	6.33%	10.96%	11.83%
Benchmark ^	4.1%	-5.5%	-12.03%	2.22%	7.11%	10.89%	11.93%
Wholesale funds - Single sector
Australian Bond Fund 1	2.16%	4.28%	6.26%	5.07%	4.43%	5.1%	5.05%
Benchmark UBSWA Composite All Maturities	2.16%	4.29%	6.95%	5.66%	4.86%	5.38%	5.46%
International Bond Fund 1	0.82%	0.9%	-0.87%	2.26%	2.58%	4.92%	5.37%
Benchmark Lehman Brothers Global Aggregate Index hedged back to $A	1.47%	2.79%	8.28%	6.81%	5.58%	6.95%	6.91%
Australian Share Fund 1	3.62%	-7.6%	-14.33%	3.24%	8.47%	14.23%	14.16%
Benchmark S&P/ASX 200 Accumulation Index	4.04%	-8.35%	-14.51%	4.33%	9.42%	14.62%	14.81%
Geared Australian Share Fund 1	5.84%	-17.91%	-36.2%	-4.97%	5.69%	N/A	17.34%
Benchmark S&P/ASX 300 Accumulation Index	4.04%	-8.35%	-14.51%	4.33%	9.42%	N/A	N/A
Australian Small Companies Fund 4	1.67%	-15.06%	-24.32%	1.7%	7.15%	N/A	12.21%
Benchmark S&P/ASX Small Ordinaries Accumulation Index	1.94%	-14.55%	-19.43%	3.53%	8.65%	N/A	13.85%
International Share Fund 1	6.05%	-4.83%	-19.15%	-5.57%	0.66%	4.43%	6.1%
Benchmark Morgan Stanley Capital International World Accumulation Index (MSCI)	7.78%	-1.82%	-16.99%	-4.71%	1.08%	3.86%	5.08%
Hedged Core International Share Fund 4	0.09%	-10.45%	-11.79%	1.99%	7.23%	N/A	10.19%
Benchmark Morgan Stanley Capital International World Accumulation Index (MSCI) hedged back to $A	1.49%	-7.76%	-10.97%	1.65%	6.38%	N/A	8.66%
Extended Markets International Share Fund 4	5.64%	-4%	-16.56%	-1.71%	3.87%	9.32%	10.44%
Benchmark Weighted return of Citigroup Extended Markets Index and MSCI Emerging Market Free Float Index	5.9%	-5%	-17.39%	-1.32%	4.5%	9.19%	10.56%
Total Return Fund 1	-4.72%	-7.42%	8.03%	12.44%	10.29%	N/A	8.71%
Benchmark RBA cash rate	0.6%	1.78%	6.99%	6.6%	6.27%	N/A	5.98%
Responsible Investment Leaders Funds
Wholesale funds
Responsible Investment Leaders Balanced Fund 1	4.06%	-2.26%	-8.73%	3.23%	N/A	N/A	7.27%
Benchmark The sector performance indices, weighted according to the funds benchmark	4.53%	-3.19%	-9.76%	2.62%	N/A	N/A	6.4%
Responsible Investment Leaders International Share Fund 1	8.3%	0.95%	-14.89%	-2.53%	3.25%	4.28%	-4.42%
Benchmark Morgan Stanley Capital International World Accumulation Index (MSCI) incl. Aust.	7.68%	-2%	-16.94%	-4.5%	1.27%	4.09%	-2.67%

^ The benchmark is the weighted average of the market indices of the underlying funds at benchmark asset mix. Actual figures for one of these indices, being the Mercer Unlisted Property Index, were not available at the time of publication, and accordingly, estimates as calculated by AMPCI have been used.

Returns are calculated using the unit price which uses the net asset values for the relevant month end. This price may differ from the actual unit price for an investor applying for or redeeming an investment. Actual unit prices will be confirmed following any transaction by an investor. Returns quoted are before tax, after fees and costs, assume all distributions are reinvested and are annualised for periods greater than one year

Investors should consider the relevant offer documents available from AMP Capital Investors Limited (ABN 59 001 777 591) (AFSL 232497) and from AMP Superannuation Limited (ABN 31 008 414 104) (AFSL 233060) for the relevant Future Directions Fund before making any decision regarding the product.

Neither AMP Capital Investors, nor any other company in the AMP Group guarantees the repayment of capital or the performance of any product or any particular rate of return referred to in this document. Past performance is not a reliable indicator of future performance.